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New RMD Limits

New Year, new rules.  Congress has passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) which became effective January 1, 2020. It…

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Elimination of the Stretch IRA

What is a Stretch IRA? The term refers to your beneficiaries taking Required Minimum Distributions (RMD’s) from an Inherited IRA or 401k over extended periods…

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Save More in 2020!

NEW CONTRIBUTION LIMITS ANNOUNCED The Internal Revenue Service announced that employees in 401(k) plans can contribute up to $19,500 next year starting in 2020. This…

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Maximizing Your Retirement Savings

How can you squirrel-away the most retirement savings?  If you’re self-employed you can do this easily with a SEP Plan.  First available in 1979, the…

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How uDirect IRA Services Makes Your Investing Experience...

When it comes to Self-Directing your retirement funds you want great service and reasonable fees.  We have many people switch their IRA accounts from other…

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Three Things to Understand About Your IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical…

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How to Profit From The Next Recession

by Guest Contributor, Professional Investor David Campbell, founder of Hassle-Free Cashflow Investing As a professional investor with over a billion dollars of transactional experience, I…

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Four Steps to Saving for Retirement

Not saving for retirement?  A 2018 Government Accountability Office study found that nearly one-third of Americans age 55 and older don’t have any retirement nest egg even a…

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Required Minimum Distributions

When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin…

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SDIRA ~ Accredited vs. Non-Accredited Investor

When investing in a private placement, also know as a PPM, Crowdfunding, Syndication, etc. you will be asked for your “accredited investor” status. Typically, this…

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Navigating The IRA-Owned LLC

by Jeff Dixon, Sr. Business Development Manager One popular option that a uDirect IRA Services account-holder can utilize is the IRA owned LLC, often referred…

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Exceptions to Withdrawal Penalties

Exceptions to Withdrawal Penalties in a Traditional IRA Sometimes we have to break into the piggy bank also known as our IRA.  When you have…

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Passive Real Estate Investing

So you want to be a passive real estate investor?  Congratulations!   90% of the world’s millionaires do this to create wealth. Problem is you have…

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Roth IRA Contributions and Conversions

A Roth IRA is a retirement account that accepts after-tax funds. That means you pay taxes on the contributions. The profits then grow tax-exempt. For…

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How to Invest in Notes in Your IRA

Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA.  Investing in Promissory Notes can…

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What is a 1099 & 5498?

Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of the 1099 and 5498 Tax Forms. The 1099…

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How can an Entrepreneur Benefit from a Self-Directed...

Being an entrepreneur has its challenges and it also has its rewards.  It was in September that Richard first came up with the idea for…

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Good News for Retirement Savers in 2019

2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for…

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jeff dixon

Be Self-Reliant by Self-Directing

Retirement is a reality that most all Americans will face as few people work until they die.  However only around 30% of people believe they…

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self directed ira

How to Determine if You are an Accredited...

How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors…

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Attention:

uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.